吉登运动服收购HanesBrands整合效应显现 估值提升空间可期——市场聚焦

投资观察
May 01

瑞银最新研报指出,吉登运动服对HanesBrands的收购案正展现出协同效应。凭借吉登垂直整合的低成本制造优势,此次业务整合有望推动销售额持续增长与利润率扩张。分析师强调,尽管一季度财报后股价已有所上扬,但当前股价较目标价仍有77%的上涨空间。

"吉登对HanesBrands的整合尚处早期阶段",研报中特别提及,未来十二个月内若连续实现超预期财报,配合计划于2026年12月举行的投资者日活动,将有力提振每股收益增长并推高市盈率估值。今年以来吉登股价持平,但过去12个月累计涨幅达35%。

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